Capital Flow Monitor · Placement agents
David Levinson
Registered representative · AMERICAN TRUST INVESTMENT SERVICES, INC. · CRD 705929
Real-estate raises
7
Lodging raises
0
All raises seen
7
Total offered
$577.7M
Licensed / soliciting in: AK AL AZ CA CO CT DC FL GA HI IA ID IL MA MD ME NV NY SC TX WA WI
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-09-11 | Moody Med Center 2 DST TX | Commercial | 506(c) | $41.9M | 100.0% |
| 2026-03-27 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 100.0% |
| 2026-03-09 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 97.1% |
| 2026-01-28 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 80.4% |
| 2026-01-12 | Moody Village Towers DST TX | Commercial | 506(c) | $136.3M | 42.5% |
| 2025-12-30 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 60.4% |
| 2025-12-18 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 47.9% |